Anthropic and OpenAI are pursuing smaller-scale AI data center deals of 20-30 MW in regions like the U.K., Nordics, and U.S. to speed up deployment amid booming AI demand. While both have secured massive multi-hundred-megawatt and gigawatt deals, smaller capacity deals offer quicker access to usable compute power, especially for inference workloads that require less centralized infrastructure. This shift reflects the growing need to serve AI models in production efficiently, with inference workloads expected to surpass training workloads in data center capacity by 2027. The move also responds to challenges like local pushback and limited land and power availability for large data centers.
Anthropic and OpenAI's pursuit of smaller AI data center deals provides context for technology sector activity. For readers following this sector, here is Pluang's market snapshot as of Sep 18, 2026 14:11 WIB: Out of 150 priced US tech stocks, 111 rose and 30 fell. Notably, Robinhood Markets (HOOD) rose 2.72% to USD 112.80 with 97% buy orders, contrasting with Bill.com Holdings (BILL) which dropped 2.59% to USD 47.73 on 100% sell orders. Strategy Inc. (MSTR) also gained 2.56% to USD 135.64 with a 66% buy order ratio.
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